Learn best practices in leadership and explore how to best understand - and improve - the culture at your accounting firm....more

Join us to look at best practices in growth initiatives, and to find out how firms execute at an advanced level in this area. Some firm leaders believe that the only way to increase revenue is to attract new clients. There are so many more ways to grow the top line that will get all your professionals involved. Attend this webinar to discover revenue growth best practices that will improve your firm's top line....more

Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more

The Merger Master Ira Rosenbloom offers practical tips and insights to help CPA firms get properly prepared for a successful merger or acquisition (M&A) ....more

Going through a merger? Thinking about it? Had a bad experience? Hear what to look out for during the due diligence and integration periods of your M&A event from the former CMO at one of the most acquisitive CPA firms in the world....more

Learn how to deploy your firm's existing tax and accounting skills to assist a client through a sale of their business. Learn how to add value to your client and justify the fees you charge....more

Gain new skills to help clients create value through a proven process that is now used by advisory firms globally....more

Understand the main objectives of every leader. Learn to embody the culture of your firm. Learn how to build alignment among the team. Learn to empower others to contribute to the success or growth of the firm in a meaningful and effective way. And more!...more

Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more

Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more

Join the session with Loren Fogelman to map out the next steps to increase your fees and maximize your profits....more

There is no doubt that the COVID-19 pandemic has catapulted us into doing many things differently. Such is life--usually not so forceful and fast--but changes are always happening. This 6-month course has been specially designed for you to stay abreast of and adapt to a rapidly-changing and unstable and unpredictable work environment that the pandemic, economic volatility, and social unrest have negatively impacted. Your highly trained coach will help you implement necessary change to ensure you calmly lead your team through these unsettling times with ease and grace....more

Your timesheet data is a treasure trove of information that can be harnessed to improve your firm's margins. There are immediate actions you can take to reclaim valuable capacity that you can dedicate to growing an advisory service line, reinvest in the firm, or maybe, just maybe, go home early....more

Join Joe Tarasco for a discussion about the private equity model and structure and how it compares to traditional M&A. Learn how to achieve a successful transaction under both types of structures. June 5 @ 1pm ET....more

This webinar provides a comprehensive framework for building a successful and scalable advisory firm. Participants will gain practical insights to align their team, operations, and systems with their firm's long-term vision....more

CPAs: Join us for this cpe webinar to explore the differences in selling a CPA firm to a PE-backed firm versus a transaction with a traditional accounting firm. We'll take a look at traditional M&A, firm values, and current trends as well as how PE-backed firms are structuring acquisitions....more

Media Kit...more

Learn best practices from firms that are very successful at growing their niche practices. Discover the tools and techniques that will help you define more clearly what you have to do to grow the niche....more

Join this session with Loren Fogelman to tap into the benefits of offering paid advisory services....more

Understand how to identify which clients need to have their fees raised, which need to be fired, and how the firm should use their time saved to prepare for the future....more